Capstone Investment Advisors
XLU icon

Capstone Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capstone Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,800
Closed -$88.7K – 2592
2023
Q4 		$88.7K Sell
2,800
-97,400
-97% -$2.98M ﹤0.01% 1948
2023
Q3 		$2.95M Sell
100,200
-97,400
-49% -$3.14M 0.01% 589
2023
Q2 		$6.47M Sell
197,600
-30,600
-13% -$1.03M 0.03% 329
2023
Q1 		$7.72M Buy
+228,200
New +$7.73M 0.04% 279
2020
Q3 		– Sell
-6,400
Closed -$181K – 1471
2020
Q2 		$181K Buy
+6,400
New +$185K ﹤0.01% 1227
2019
Q3 		– Sell
-300,000
Closed -$8.95M – 1466
2019
Q2 		$8.95M Buy
300,000
+157,200
+110% +$4.62M 0.06% 318
2019
Q1 		$4.15M Buy
+142,800
New +$3.97M 0.04% 405
2018
Q4 		– Sell
-328,400
Closed -$8.64M – 1379
2018
Q3 		$8.64M Buy
+328,400
New +$8.73M 0.1% 168
2018
Q2 		– Sell
-2,170,800
Closed -$54.8M – 732
2018
Q1 		$54.8M Buy
+2,170,800
New +$54.2M 1.05% 23
2017
Q2 		– Sell
-221,400
Closed -$5.68M – 975
2017
Q1 		$5.68M Buy
+221,400
New +$5.53M 0.14% 121

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capstone Investment Advisors's XLU Position: Q1 2026 in Review

Capstone Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 64% in Q1 2026, selling an estimated $1.23M and leaving 15,684 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Capstone Investment Advisors first reported a position in XLU in Q4 2016 and has held it in 17 quarters since. The position peaked at $9.96M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Capstone Investment Advisors held 15,684 shares of State Street Utilities Select Sector SPDR ETF worth $720K as of Q1 2026.
  • Capstone Investment Advisors sold 27,394 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.23M.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #984 holding.
  • Capstone Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 17 quarters since.
  • Capstone Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $9.96M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.